Robert guides the modernization efforts of the firm’s trust administration and reporting services. In his role, Robert oversees the firm’s Trust Administrators and the Trust Operations Department. His background includes trust administration and trust operations, trust accounting systems and wealth management consulting.
Since 1992, Robert has served clients in bank-trust departments, private trust companies, family offices, law firm trust departments, endowments and foundations. He has previously served as the director of fiduciary administration and chief operating officer at two separate corporate law firms with substantial trust administration practices.